Latest Institutional Transactions on Innovator U.S. Equity Ultra Bu (UAUG)
This table provides information on the latest institutional transactions involving Innovator U.S. Equity Ultra Bu (UAUG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
638+ 0.26% |
$21.1K - $22.3K
|
245K
$8.67M
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.08K- 7.46% |
$68.6K - $72.8K
|
25.8K
$913K
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-257- 1.31% |
$8.49K - $9K
|
19.3K
$684K
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
14.7KNew |
$485K - $514K
|
14.7K
$520K
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
15.3K+ 697.21% |
$504K - $535K
|
17.5K
$618K
|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-45.9K- 14.87% |
$1.51M - $1.61M
|
262K
$9.29M
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
SELL
|
- |
-3.17K- 10.96% |
$105K - $111K
|
25.8K
$911K
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
1.5K+ 6.14% |
$49.5K - $52.5K
|
25.9K
$917K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
48.8K+ 497.62% |
$1.61M - $1.71M
|
58.6K
$2.07M
|
|
Oct 08, 2024
Q3 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
52.6K+ 293.52% |
$1.74M - $1.84M
|
70.5K
$2.49M
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
6.63K+ 7.28% |
$219K - $232K
|
97.8K
$3.46M
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
952K+ 453.36% |
$31.4M - $33.4M
|
1.16M
$41.1M
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-1.35K- 10.65% |
$44.6K - $47.3K
|
11.3K
$401K
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-4.84K- 18.17% |
$160K - $170K
|
21.8K
$771K
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.88K- 9.74% |
$62K - $65.8K
|
17.4K
$616K
|
|
Oct 04, 2024
Q3 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
46.5KNew |
$1.54M - $1.63M
|
46.5K
$1.65M
|
|
Q2 2024 | |||||||
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-258- 4.29% |
$8.18K - $8.68K
|
5.75K
$203K
|
|
Oct 01, 2024
Q2 2024
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-1.23K- 6.34% |
$39K - $41.4K
|
18.2K
$643K
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
9.29KNew |
$294K - $312K
|
9.29K
$329K
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-1.28K- 11.21% |
$40.5K - $43K
|
10.1K
$358K
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
19.4KNew |
$614K - $651K
|
19.4K
$685K
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
3.45KNew |
$109K - $116K
|
3.45K
$122K
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-7.41K- 29.23% |
$235K - $249K
|
17.9K
$634K
|
|
Aug 14, 2024
Q2 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
6.01KNew |
$191K - $202K
|
6.01K
$213K
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
6.45K+ 528.79% |
$204K - $217K
|
7.67K
$271K
|
|
Aug 13, 2024
Q2 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-607- 8.63% |
$19.2K - $20.4K
|
6.43K
$227K
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
58New |
$1.84K - $1.95K
|
58
$2.05K
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-16- 0.01% |
$507 - $538
|
191K
$6.76M
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
86New |
$2.73K - $2.89K
|
86
$3.04K
|
|
Aug 09, 2024
Q2 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-161- 14.26% |
$5.11K - $5.42K
|
968
$34.2K
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-2.47K- 1.8% |
$78.3K - $83.1K
|
135K
$4.77M
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
168New |
$5.33K - $5.65K
|
168
$5.94K
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
21New |
$666 - $707
|
21
$743
|
|
Q1 2024 | |||||||
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3.4KNew |
$103K - $111K
|
3.4K
$120K
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-95- 6.31% |
$2.89K - $3.1K
|
1.41K
$49.9K
|
|
Jun 26, 2024
Q1 2024
|
Old Port Advisors
|
SELL
|
- |
-690- 6.77% |
$21K - $22.5K
|
9.5K
$336K
|
|
May 15, 2024
Q1 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
2.93K+ 23.03% |
$89K - $95.7K
|
15.7K
$554K
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-12.7K- 4.52% |
$387K - $416K
|
269K
$9.52M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
150+ 0.87% |
$4.56K - $4.9K
|
17.3K
$614K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
123K+ 607.84% |
$3.74M - $4.02M
|
143K
$5.07M
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
17.4KNew |
$528K - $568K
|
17.4K
$616K
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
6.34KNew |
$192K - $207K
|
6.34K
$224K
|
|
May 10, 2024
Q1 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
11.1K+ 44.34% |
$337K - $362K
|
36.1K
$1.28M
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-6.08K- 40.3% |
$185K - $199K
|
9.01K
$319K
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
SELL
|
- |
-95.5K- 61.06% |
$2.9M - $3.12M
|
60.9K
$2.15M
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
10.2KNew |
$310K - $333K
|
10.2K
$361K
|
|
Apr 22, 2024
Q1 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-300- 3.64% |
$9.11K - $9.8K
|
7.95K
$281K
|
|
Apr 19, 2024
Q1 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-844- 0.89% |
$25.6K - $27.6K
|
93.8K
$3.32M
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.1K- 7.34% |
$33.4K - $35.9K
|
13.9K
$492K
|